Sarah Nelson

Employer firm

Ubs Financial Services Inc. CRD 8174

$916B regulatory AUM 18,245 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2022 → Present
  Ubs Financial Services
  Wellesley, MA
• 02/2021 → 05/2022
  Draftkings
  Boston, MA
• 07/2016 → 07/2020
  Bose Corporation
  Framingham, MA
• 08/2015 → 05/2017
  Northeastern University
  Boston, MA
• 07/2020 → 02/2021
  Unemployed (Covid Layoff)
  Belmont, MA
• 05/2022 → 10/2022
  Unemployed
  Belmont, MA

Exams

• S66 Uniform Combined State Law Examination
  2023-05-05